27 min
RMD Value Adds [Episode 64] The Perfect RIA
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- Investing
Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, or RMDs. But the truth is that RMDs are often an overlooked opportunity, and today Matt and Micah will explain why this is one of those little areas where you can potentially deliver massive value.
You can find show notes and more information by clicking here: https://bit.ly/2tSqkoO
Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, or RMDs. But the truth is that RMDs are often an overlooked opportunity, and today Matt and Micah will explain why this is one of those little areas where you can potentially deliver massive value.
You can find show notes and more information by clicking here: https://bit.ly/2tSqkoO
27 min